NASDAQ$SEIC

SEI Investments Company · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

SEI Investments reported Q2 2025 revenues of $559.6M with net income of $227.1M and diluted EPS of $1.78.

Revenues reached $559.6 million as asset management, processing, and technology platforms grew. Net income was $227.1 million; diluted EPS was $1.78. New business pipelines and platform conversions support the wealth and asset-management model.

  • Q2 revenues $559.6M.
  • Net income $227.1M; diluted EPS $1.78.
  • Investment processing and asset management growth.
  • Platform wins and client conversions.
  • Market levels affect asset-based fees.

Headline financials

Total Revenue

$560M

Previous: $519M+7.8%
EPS (adj)

$1.78

Previous: $1.05+69.5%
Capital Expenditures

-$12.5M

Previous: -$20.8M+40.2%
Net Income

$227M

Previous: $139M+63.2%

Revenue & EPS history

SEI · Revenue · Quarterly

$560M

Q2 2025+7.8%vs Q2 2024
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

SEI · $477M total across 5 segments · Q3 2023

  • Investment Managers
    $169M+8.5%
  • Private Banks
    $121M-1.0%
  • Investment Advisors
    $110M+0.8%
  • Institutional Investors
    $70.5M-9.9%
  • Investments in New Businesses
    $5.06M+4.6%

Forward guidance

Regional and diversified financials emphasize NIM, credit quality, and capital returns.

Tailwinds

  • Net interest income and deposit stability.
  • Fee income diversification.
  • Capital ratios and dividends.

Headwinds

  • Funding costs and competition.
  • CRE and consumer credit risk.
  • Rate path uncertainty.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

-0.3%

Avg return

Earnings day

-0.7%

Avg return

5 days after

+0.3%

Avg return

30 days after

54%

37 / 69 earnings

Positive

+10.9%

Q2 2014

Best reaction

-17.1%

Q4 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+6.0%+7.9%+6.8%
Q4 2025+2.3%-2.3%-5.6%
Q3 2025-0.0%+0.5%-1.7%
Q2 2025-0.7%-0.5%-2.6%
Q1 2025+7.8%+6.9%+15.0%
Q4 2024+3.7%+3.8%-3.5%
Q3 2024+4.6%+6.6%+13.6%
Q2 2024-2.4%-0.9%-0.5%
Q1 2024-0.8%-0.7%+1.8%
Q4 2023+3.2%+2.5%+5.6%
Q3 2023-3.0%-1.8%+6.3%
Q2 2023-2.3%-1.5%-4.1%
Q1 2023-1.7%-2.5%-2.5%
Q4 2022-1.1%-1.4%-4.5%
Q3 2022+7.5%+10.8%+27.7%
Q2 2022+1.6%+0.4%+6.8%
Q1 2022-3.5%-3.8%-6.9%
Q4 2021-3.6%+1.3%+1.6%
Q3 2021+1.7%+2.4%+1.5%
Q2 2021-2.5%-2.2%-1.3%
Q1 2021-10.5%-5.5%+0.5%
Q4 2020-7.5%-6.1%-3.9%
Q3 2020-8.5%-11.6%-4.2%
Q2 2020-8.4%-9.1%-11.3%
Q1 2020-0.5%+3.9%+4.6%
Q4 2019+5.8%+6.3%-13.8%
Q3 2019+3.9%+4.5%+9.7%
Q2 2019+3.3%+4.6%-4.1%
Q1 2019-7.3%-5.3%-9.5%
Q4 2018-2.4%+1.9%+8.6%
Q3 2018-5.0%+0.5%-1.2%
Q2 2018-5.9%-6.1%-6.7%
Q1 2018-8.8%-9.0%-6.3%
Q4 2017+0.2%-5.2%-2.5%
Q3 2017+2.2%+1.0%+7.8%
Q2 2017-3.0%-1.2%-0.1%
Q1 2017-2.1%-2.2%-4.0%
Q4 2016-3.2%-4.1%+0.0%
Q3 2016+1.6%+0.8%+6.5%
Q2 2016-11.4%-11.2%-10.0%
Q1 2016+4.5%
Q4 2015-17.1%
Q3 2015-1.6%
Q2 2015+5.9%
Q1 2015+2.1%
Q4 2014+1.2%
Q3 2014+3.0%
Q2 2014+10.9%
Q1 2014+2.3%
Q4 2013+2.1%
Q3 2013+3.1%
Q2 2013+3.2%
Q1 2013-3.0%
Q4 2012-0.3%
Q3 2012-1.0%
Q2 2012+1.6%
Q1 2012+1.8%
Q4 2011+0.3%
Q4 2008+0.3%
Q3 2011+3.6%
Q2 2011-7.4%
Q1 2010-0.4%
Q1 2011+1.6%
Q4 2010+2.3%
Q3 2010+2.4%
Q3 2009+2.4%
Q2 2010+1.0%
Q2 2009+1.0%
Q4 2009+1.0%

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